Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MFS Lifetime Income Fund - Class R6 in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MASSACHUSETTS FINANCIAL SERVICES COMPANY MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | BOSTON MA | 1,717 | $935.6M | $6.4M |
| 2 | MASSACHUSETTS FINANCIAL SEVICES COMPANY MFSAVING RETIREMENT PLAN | BOSTON MA | 1,691 | $574.7M | $2.7M |
